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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,560 | $43,730-89.6% | $66,674-93.2% | $64,097-92.9% |
| Participation rate | 86.1% | 50.7%+35.3pp | 73.7%+12.4pp | 55.2%+30.9pp |
| Annual return | 23.27% | 53.62%-30.4pp | 321.24%-298.0pp | 34.64%-11.4pp |
| Employer contribution / active EE | $1,347 | $1,673-19.5% | $2,620-48.6% | $1,891-28.8% |
| Participant deferral / active EE | $1,634 | $2,122-23.0% | $4,084-60.0% | $3,080-47.0% |
| Admin fee / account holder | $1,209 | $2,708-55.4% | $5,098-76.3% | $3,454-65.0% |